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September 2013 Archives

Will Your Estate Plan Survive a Move?

Let's say you have spent the time and money necessary to create an estate plan that includes a will, a living will, durable powers of attorney, advance health care directives and maybe even a trust. Then you move to another state, for retirement or a better job. Will your estate plan travel intact with you when you move?

Tips for Managing Digital Assets

Creating an estate plan for yourself - or helping your aging parents with the task - usually involves the disposition of personal property and other tangible assets. Little thought is usually given to the digital assets that have become so important to everyday life - online bill pay, online investing, social media network accounts and other digital properties so many of us are involved in on a daily basis.

Top 10 Things to Do When You Are Appointed Trustee of a Trust

It's no misnomer that a position with so much responsibility carries the name "trustee". After all, you have been entrusted with a solemn responsibility - California law even requires that you fulfill your duties under a Prudent Investor Rule - and you no doubt want to do the best possible job.

3 Steps to Help Minimize Taxes in Retirement

With the federal deficit growing larger every day, it is pretty clear that at some point in the future taxes will rise on all Americans, including retirees. Fortunately, there are some steps you can take now that can help you be proactive in optimizing your retirement plan to maximize your tax efficiency:

Updated HIPAA Rules Protect Privacy

Some new enhancements to the privacy rules under the Health Insurance Portability and Accountability Act (HIPAA) go into effect on Sept. 23, 2013. HIPAA prevents disclosure of your medical information without your written consent, and the following updates have been made to strengthen the privacy of medical records:

If You Don't Trust Your Kids with Money, You Need a Trust

While most parents have the best intentions when it comes to teaching their children about handling finances wisely, sometimes the lessons don't take. In addition to concerns about spendthrift behavior, some children experience problems with substance abuse or have mental issues that make giving them access to wealth a problem. This is where a trust can be a parent's best friend.

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